If a user can't see orders that they should have access to, you may need to adjust the user's role, region, branch, or branch visibility to remedy this.

Elevating a user's role will expand their permissions and can allow them to see order on a branch-wide, region-wide, or company-wide basis. If the user is a Branch Admin or Region Admin, ensure the user is assigned to the correct Region and/or Branch. For processors, you can add branch order visibility by editing their permissions on the User Management page.

See our articles on Understanding the AccountChek User Hierarchy and Editing AccountChek users to learn more about managing and editing user roles and permissions.